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FourThought Financial Partners’s U-Haul Holding Co UHAL Stock Holding History

FourThought Financial Partners’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,972
Closed -$227K – 629
2025
Q3 		$227K Buy
+3,972
New +$234K 0.02% 437

Other funds holding UHAL

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SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FourThought Financial Partners's UHAL Position: Q4 2025 in Review

FourThought Financial Partners sold out of U-Haul Holding Co (UHAL) in Q4 2025, closing a stake of 3,972 shares — an estimated $227K sold.

FourThought Financial Partners first reported a position in UHAL in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q4 2025.

  • FourThought Financial Partners reported no remaining U-Haul Holding Co position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 3,972 U-Haul Holding Co shares in Q4 2025, an estimated $227K.
  • FourThought Financial Partners first reported a position in U-Haul Holding Co in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's U-Haul Holding Co position peaked at $227K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.